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Award-winning global advisor platform Eikon, delivers a multi-asset, multi-currency and multi-broker global trading solution for financial advisors.

As the wealth market becomes more advice-oriented and transactional margins come under increasing pressure, advisors are seeking differentiation through service and value-adding solutions.
 
Building internal processes that enhance connectivity and increase productivity is key.
 
Eikon Wealth Order Management unifies market insight and idea generation tools with global trade execution to provide a seamless end-to-end workflow solution. Our established FIX network connects you to a global community of over 800 brokers.

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Key features at a glance

  • Trade global exchange traded instruments
  • Integrated workflow with pre-trade decision and idea generation supported by Reuters news, market data and analytics
  • OMS & EMS agnostic providing advisors flexibility to integrate with existing systems
  • Supports Record of Advice to comply with local industry standards
  • Supports brokerage override, BPO and DTR working orders
  • Consolidates client portfolios across multiple structures including HIN, SRN and Custody
 

Refinitiv Wealth Management Solutions

 Digital Solutions
Powerful web and mobile-based fintech digital solutions to distribute key financial market data, news, and analytics to your retail investors and professional investment advisors. Learn more>

EIKON
Eikon can help satisfy the workflow needs of wealth management, with real-time, cross-asset data and news, analytic capabilities, applications, and wealth management reporting tools. Learn more>